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AWTIX vs FSDPX
AWTIX vs FSDPX Comparison
Open Charts AWTIX vs FSDPX
Virtus Duff & Phelps Water Inst
Price$18.72
Change-$0.21 (-1.11%)
VolumeN/A
Net Assets545.13M
Fidelity Select Materials
Price$82.81
Change-$3.36 (-3.90%)
VolumeN/A
Net Assets721.19M
AWTIX vs FSDPX Comparison Chart
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AWTIX vs. FSDPX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWTIX is a Buy and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 721M vs. AWTIX (545M). FSDPX pays higher dividends than AWTIX: FSDPX (1.05) vs AWTIX (0.78). AWTIX was incepted earlier than FSDPX: AWTIX (17 years) vs FSDPX (39 years). AWTIX (1.23) is less costly to investors than FSDPX (0.71). FSDPX is a more actively managed with annual turnover of: 51.00 vs. AWTIX (22.00). FSDPX has a lower initial minimum investment than AWTIX: FSDPX (0) vs AWTIX (1000000). AWTIX annual gain was more profitable for investors over the last year : -5.99 vs. FSDPX (-18.08). FSDPX return over 5 years is better than : 87.11 vs. AWTIX (47.74).
| AWTIX | FSDPX | AWTIX / FSDPX | |
| Total Expense Ratio | 0.93 | 0.71 | 131% |
| Annual Report Gross Expense Ratio | 1.23 | 0.71 | 173% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 1.731 | 1.821 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 721M | 76% |
| Annual Yield % from dividends | 0.78 | 1.05 | 75% |
| Returns for 1 year | -5.99 | -18.08 | 33% |
| Returns for 3 years | -1.46 | -20.01 | 7% |
| Returns for 5 years | 47.74 | 87.11 | 55% |
| Returns for 10 years | 55.73 | 16.11 | 346% |
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